BeatWallStreet

helping retail investors to beat the S&P with long term quality investing

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@LukeSimpleDiv Just own both

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@ariaradnia OpenAI people are underestimating the distribution they already built

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Any thought about $ACN ?

Value seems faire right now (8 x P/FCF) and well positioned for AI agent implementation era.

[BeatWallStreet @beat_wallst]

@Mho_23 UGC

[BeatWallStreet @beat_wallst]

@HatedMoats AI agentic play:
$msft
$now
$amzn
$googl

That’s it

[BeatWallStreet @beat_wallst]

@ariaradnia He answered the question lol. Why insisting like this

[BeatWallStreet @beat_wallst]

@ariaradnia This is not a monopoly anymore > multiple repricing …

[BeatWallStreet @beat_wallst]

@ariaradnia Looks good, would probably trim Amazon and Asml a bit to introduce a new holding (ex: MA at lower price or MSFT)
I would not keep Zeta (I don’t like it personally) and reallocate in your other position (maybe in Fico with a drop and ADBE/UBER)

[BeatWallStreet @beat_wallst]

@insiderwave_ How can we copy trump bets ?

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@ariaradnia And people will say it was obvious next year when the stock will pump

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@ariaradnia 250-300bn

[BeatWallStreet @beat_wallst]

@fabrice_mayrand @rovvmut_ Your tool is impressive but being a CRO manager for 3 years I highly doubt why your saying.
But 3-5% uplift for the automated work is still very good though

[BeatWallStreet @beat_wallst]

@athcanft What profit margin do you expect post Apple Store fees with this strategy ?

[BeatWallStreet @beat_wallst]

@QualityInvest5 “Generational” > it’s not dirty cheap, but fairly priced

[BeatWallStreet @beat_wallst]

@tembelvitesi Nice analysis !

[BeatWallStreet @beat_wallst]

@QualityInvest5 $MSFT 25% of the portfolio.
Probably when enterprises stop using Microsoft cloud

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@DimitryNakhla Own MSFT and DLO

[BeatWallStreet @beat_wallst]

@FinanceJack44 I agree with morningstar as well!

[BeatWallStreet @beat_wallst]

@QualityInvest5 Same Music every time

[BeatWallStreet @beat_wallst]

@FluentInQuality Average